Peter joined the Financial Services profession in 1987, with a leading home service life office. He then moved on to join a leading Bank where he spent a number of years advising high net worth clients on investments, pensions and protection. By 2007, Peter realised that he could provide a better proposition for his clients as a Independent adviser.
Peter feels financial planning should always start with a few simple questions, what do you want to achieve? How much is enough? When do you want to achieve financial independence?
Peter lives in the North East of England with his partner Lianne, he has three children, Tom, Hollie and Willow.